U.S. Communications Stock News

NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Does Mondelez’s New Arabia Leadership Sharpen Its Localization Strategy Or Stretch Its Ambitions In Saudi (MDLZ)?

Mondelez International has appointed long-time regional leader Ziad Abla as Managing Director of Mondelez Arabia, tasking him with steering category expansion, supply chain performance, and Saudi Vision 2030-aligned initiatives in one of the company’s most important markets. Abla’s mandate to deepen local partnerships and build a more empowered Saudi organization highlights how governance, talent development, and on-the-ground execution are becoming central to Mondelez’s long-term growth...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon Weighs US$200b AI Push Against Labor And Valuation Questions

Amazon.com (NasdaqGS:AMZN) plans to spend $200b in 2026, with most of that aimed at artificial intelligence capabilities and cloud data center infrastructure. The company is also entering collective bargaining mediation with a major union representing its Canadian warehouse workers after labor law violations. These parallel developments link a large technology buildout with renewed focus on working conditions in Amazon's logistics network. Amazon.com, trading at $198.79, sits at the center...
NYSE:UE
NYSE:UERetail REITs

Urban Edge Dividend Hike Raises Questions On Earnings And Coverage Risks

Urban Edge Properties (NYSE:UE) announced an 11% increase to its annual dividend. The higher dividend was approved by the board as part of its latest capital return decision. For investors watching NYSE:UE, the dividend hike comes with the shares trading around $20.77. The stock has logged a 9.5% return over the past 30 days and an 8.7% return year to date, with a 52.3% return over three years and 47.7% over five years. This mix of recent and multiyear performance provides useful context...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Pinterest Restructuring And AI Pivot Tested Against Valuation Opportunity

Pinterest (NYSE:PINS) is cutting its workforce by 15% and reorganising operations after an earnings miss. The company is shifting more resources into AI driven product development to support monetization and advertising tools. The restructuring responds to softer advertising demand and competitive pressure from larger digital platforms. Pinterest runs a visual discovery and shopping platform where users save and organise ideas, and advertisers target intent driven audiences. The company is...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

Is It Time To Reassess SPS Commerce (SPSC) After A 1 Year Share Price Slump

If you are wondering whether SPS Commerce is now priced attractively or still expensive after a tough run, this article walks through the numbers in plain English so you can judge the value for yourself. The stock last closed at US$61.92, with returns of 17.3% decline over 7 days, 31.3% decline over 30 days, 29.6% decline year to date, 57.6% decline over 1 year, 58.8% decline over 3 years, and 41.8% decline over 5 years. These moves have kept SPS Commerce on the radar for investors who watch...
NYSE:TAP
NYSE:TAPBeverage

Topo Chico Hard Margarita Glass-Bottle Launch Might Change The Case For Investing In Molson Coors (TAP)

Molson Coors’ Topo Chico Hard brand has broadened its portfolio, rolling out hard margarita 6-pack glass bottles and an 8% ABV Margarita MAX Strawberry Hibiscus single-serve can, positioning these ready-to-enjoy offerings nationwide for 21+ consumers ahead of National Margarita Day. This move brings Topo Chico Hard Margarita into its signature glass bottle for the first time and leans into fast-growing flavor trends like hibiscus, potentially strengthening Molson Coors’ presence in...
NYSE:NET
NYSE:NETIT

Cloudflare (NET) Is Up 8.8% After Strong Q4, 2026 Outlook and New Mastercard Security Alliance - What's Changed

Earlier this month, Cloudflare reported fourth-quarter 2025 revenue of US$614.51 million, narrowed its quarterly loss per share to US$0.03, issued 2026 revenue guidance of about US$2.79 billion, and Mastercard announced a partnership combining Cloudflare’s application security with Recorded Future and RiskRecon to offer unified cyber risk monitoring and mitigation tools. Together, the strong results, ambitious revenue outlook, and new Mastercard alliance suggest Cloudflare is leaning further...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

A Look At Sunrun (RUN) Valuation As Grid Programs And Distributed Energy Solutions Scale Up

Sunrun (RUN) is back in focus after highlighting rapid growth in its distributed power plant programs, in which home solar and battery systems are grouped to supply dispatchable energy to stressed electricity grids across multiple U.S. regions. See our latest analysis for Sunrun. Sunrun's recent distributed power plant update comes after a mixed stretch for the stock, with a 1-year total shareholder return of 115.46% but a 5-year total shareholder return showing a 68.36% decline, while the...
NasdaqGS:PAX
NasdaqGS:PAXCapital Markets

Patria Expands Platform With New Acquisitions And Latin America Credit Push

Patria Investments (NasdaqGS:PAX) has agreed to acquire majority stakes in Brazil based Solis Investimentos, Share Student Living, and WP Global Partners. The transactions expand Patria's reach in structured credit, student housing, and North American middle market investment solutions. Alongside these acquisitions, Patria is launching a new private credit strategy focused on Latin America. Patria Investments, a Latin America focused alternative asset manager listed as NasdaqGS:PAX, is...
NYSE:GS
NYSE:GSCapital Markets

Goldman Sachs Drops DEI Board Criteria Raising Governance And Valuation Questions

Goldman Sachs Group (NYSE:GS) plans to remove Diversity, Equity, and Inclusion (DEI) criteria from its board selection process. The change represents a shift away from previous board diversity guidelines that linked board appointments to DEI considerations. This move affects how future directors may be evaluated and could influence board composition over time. For you as an investor, this matters because Goldman Sachs is a major global investment bank and asset manager, and its board...
NasdaqGS:LEGN
NasdaqGS:LEGNBiotechs

Assessing Legend Biotech (LEGN) Valuation After FDA Draft Guidance Favors CARTITUDE 6 Trial Design

Recent FDA draft guidance supporting Minimal Residual Disease negativity and complete response rate as expedited approval endpoints in multiple myeloma has put fresh attention on Legend Biotech (LEGN) and its CARTITUDE-6 trial design. See our latest analysis for Legend Biotech. Despite the positive regulatory backdrop and the recent appointment of Gareth Kung to the board and as Audit Committee chair, Legend Biotech’s shares have been under pressure, with a 30 day share price return of a...
NYSE:AES
NYSE:AESRenewable Energy

AES Ownership Talks And Indiana Solar Project Reframe Valuation Outlook

BlackRock’s Global Infrastructure Partners and EQT are reported to be in advanced talks to acquire AES Corporation (NYSE:AES), signaling a possible change in control. AES has started operations at a 250MW solar plus storage facility in Indiana, aligning with its move away from coal. The combination of takeover discussions and new project rollout puts both ownership and business direction in focus for investors. NYSE:AES last closed at $16.28. Shares were up 14.7% over the past 30 days and...
NYSE:APD
NYSE:APDChemicals

A Look At Air Products And Chemicals (APD) Valuation After Q1 2026 EPS Beat And Margin Improvement

Conference spotlight after stronger Q1 results Air Products and Chemicals (APD) heads into its Barclays Industrial Select Conference appearance on February 17 with fresh attention from investors after fiscal Q1 2026 adjusted EPS exceeded both Wall Street expectations and company guidance. See our latest analysis for Air Products and Chemicals. Even with the Q1 earnings surprise and a 6.4% share price jump on January 30, recent news around director share sales and dividend funding concerns has...
NYSE:OHI
NYSE:OHIHealth Care REITs

Did Stronger 2025 Earnings and EPS Growth Just Shift Omega Healthcare Investors' (OHI) Investment Narrative?

Omega Healthcare Investors recently reported its fourth-quarter and full-year 2025 results, with quarterly revenue rising to US$319.22 million and net income to US$164.84 million, while full-year revenue reached US$1.19 billion and net income US$590.19 million, all higher than the prior year. The company’s full-year diluted earnings per share from continuing operations increased to US$1.94, highlighting stronger profitability alongside its long-term healthcare real estate focus in the U.S...
NYSE:RNST
NYSE:RNSTBanks

Should Renasant’s Earnings Beat and Integration Progress Prompt a Fresh Look From RNST Investors?

In the most recent quarter, Renasant reported revenue of US$282 million, exceeding analyst expectations and delivering stronger profitability and improved efficiency, while an executive advisor sold 20,000 shares in a past insider transaction. The quarter also highlighted successful integration of The First Bancshares, reinforcing how scale and efficiency gains are becoming increasingly important to Renasant’s business model. With Renasant’s earnings beating expectations and integration...
NasdaqGS:CCEC
NasdaqGS:CCECShipping

Capital Clean Energy Carriers (CCEC) Is Up 10.9% After €250M Unsecured Bond Issue Completion – Has The Bull Case Changed?

On February 13, 2026, Capital Clean Energy Carriers Corp. completed a €250,000,000 public offering of unsecured, callable bonds due 2033 on the Athens Stock Exchange at 100% of face value. This bond issue deepens the company’s euro funding pool and highlights growing access to Greece’s domestic debt market for clean energy shipping projects. We’ll now examine how raising €250,000,000 through unsecured, callable bonds could influence Capital Clean Energy Carriers’ investment narrative and...
NasdaqGS:LECO
NasdaqGS:LECOMachinery

Should Lincoln Electric’s Record 2025 Results and Heavy Buybacks Shape LECO Investors’ Next Move?

In the past week, Lincoln Electric Holdings reported fourth-quarter 2025 results with sales of US$1,078.72 million and net income of US$136.02 million, alongside record full-year 2025 sales of US$4.23 billion and net income of US$520.53 million, plus completion of a US$914.04 million share repurchase program. Beneath the mixed quarterly headline, the company’s record annual earnings per share and significant buybacks underscore management’s confidence in its RISE growth and...
NYSE:NBR
NYSE:NBREnergy Services

Did Profitability, Debt Cuts, and Buybacks Just Shift Nabors Industries' (NBR) Investment Narrative?

Nabors Industries recently reported its fourth-quarter and full-year 2025 results, moving from a net loss to net income as sales and revenue increased, while also completing a share repurchase program that retired 14,012,000 shares for US$121.27 million under its long-running 2015 authorization. Alongside the headline earnings improvement, the acquisition of Parker Wellbore, the sale of Quail Tools, and sizeable net debt and interest expense reductions point to a meaningful reshaping of...
NYSE:KNF
NYSE:KNFBasic Materials

How Investors Are Reacting To Knife River (KNF) Earnings Dip, Q4 Rebound And 2026 Revenue Outlook

Knife River Corporation has released its fourth-quarter and full-year 2025 results, reporting quarterly revenue of US$755.1 million and net income of US$32.0 million, alongside full-year revenue of US$3.15 billion and net income of US$157.1 million. Despite the full-year earnings decline compared with the prior year, investors may focus on the stronger fourth-quarter profit metrics and the company’s new 2026 revenue outlook of between US$3.30 billion and US$3.50 billion as signals about its...
NYSE:EVR
NYSE:EVRCapital Markets

Does Evercore’s (EVR) Strong 2025 Results And New Director Hint At A Shifting Risk Profile?

Evercore Inc. reported past fourth-quarter 2025 revenue of US$1,297.03 million and net income of US$203.95 million, with full-year 2025 revenue of US$3.88 billion and net income of US$591.92 million, alongside a declared US$0.84 dividend, completion of a share repurchase tranche, and the appointment of Christine Varney to its Board effective March 1, 2026. Christine Varney’s extensive antitrust and regulatory background, including senior roles at the DOJ and FTC, adds governance and risk...
NasdaqGS:ZS
NasdaqGS:ZSSoftware

Assessing Zscaler (ZS) Valuation After Quantum Readiness And Zero Trust Security Updates

Why Zscaler’s quantum and zero trust focus matters for shareholders Zscaler (ZS) recently hosted special calls on quantum ready security and its zero trust approach, followed by an upcoming WEST Conference 2026 appearance. This gives investors fresh information about how its platform addresses emerging cybersecurity threats. See our latest analysis for Zscaler. Those quantum and zero trust updates come after a choppy period for the stock, with a 1 day share price return of 3.99% and a 7 day...
NYSE:EQBK
NYSE:EQBKBanks

Insider-Owned Growth Companies That Could Transform Your Portfolio

As the U.S. stock market kicks off February with a strong performance, highlighted by significant gains in major indices like the Dow Jones and S&P 500, investors are keenly observing how economic policies and international trade developments might influence future trends. In this dynamic environment, companies with high insider ownership often draw attention for their potential to align management interests with shareholder value, making them intriguing candidates for those looking to...
OTCPK:RDGL
OTCPK:RDGLMedical Equipment

Gaia Leads The Charge With 2 Other Promising Penny Stocks

The U.S. stock market kicked off February with a strong performance, as major indexes like the Dow Jones and S&P 500 saw significant gains. Amidst this backdrop of market optimism, investors are increasingly exploring opportunities beyond the well-known giants. Penny stocks, though often considered niche investments, continue to capture interest due to their potential for growth in smaller or newer companies. While the term may seem outdated, these stocks can still present compelling...
NasdaqCM:VFF
NasdaqCM:VFFFood

Exploring 3 Undiscovered Gems In The US Market

As the U.S. stock market kicks off February with a notable upswing, highlighted by the Dow's impressive 515-point gain and the S&P 500 nearing record highs, investors are keenly observing how economic indicators like factory activity expansion might influence small-cap stocks. In this dynamic environment, identifying promising yet overlooked opportunities can be crucial for portfolio diversification and potential growth. Exploring lesser-known stocks that align with current economic trends...